First of month workflow

jona · 2024-12-03T13:21:09.995Z

Hi forum,

I am trying to create a workflow where it wil execute a action on the first day of the month (1st of Jan, 1st of Feb, 1st of March) etc.

How can I do this?

Thank you,

petter · 2024-12-03T14:13:27.899Z

You can look into either using recurring events, or recursive workflows. They’re executed a bit differently, but both methods should be able to solve your problem

telaholcomb · 2024-12-11T19:04:16.884Z

First, I have a Settings Data Type that allows me to turn automations like this on/off using a yes no field. This step allows me to have an On/Off switch in a Admin panel.

Screenshot 2024-12-11 at 10.56.15 AM650×206 13.4 KB

When I toggle this on it will trigger the backend workflow (BEWF) to start. At the end of the BEWF, I have a step to reschedule again for the 15th of next month ONLY WHEN the Automation isActive = yes.

Screenshot 2024-12-11 at 10.59.46 AM858×782 65.8 KB

This will keep rescheduling until I turn the Automation off or there’s an error with rescheduling.

system · 2025-02-11T13:21:12.171Z

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